Squawk on the Street Cramer’s Morning Take: Disney 11/18/25
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Nov 18, 2025 Jim Cramer discusses his strategy of buying stocks when they're out of favor. He's recently decided to cut the Club's position in Disney after disappointing earnings and worries about revenue from experiences. He also highlights a shift in investment focus towards consumer favorites like Home Depot and Nike. Join him for a candid look at market maneuvers and insights into reallocating capital.
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Buy When Others Hate It
- Do buy stocks when people hate them and hold cash to deploy into bargains.
- Cut positions after clear disappointments, as CNBC Investing Club halved Disney after earnings.
Trim Losers, Reallocate To Winners
- Do reduce exposure to companies after disappointing earnings or rising operational risks.
- Reallocate proceeds into other consumer plays like Home Depot and Nike according to Cramer.
Experiences Drive Disney Pressure
- Disney's experiences segment is its largest profit source and faces ongoing pressure.
- Layoffs could amplify consumer weakness and further pressure earnings over time.